| Hemington Wealth Management | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| McClarren Financial Advisors, Inc. | 67 | $0 | 0.00% | +67 | New |
| Huntington National Bank | 1 | $67 | 0.00% | −74−98.7% | Reduced |
| Key Financial Inc | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $67 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $68 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 2 | $134 | 0.00% | −5−71.4% | Reduced |
| Rothschild Investment LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2 | $134 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2 | $134 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 2 | $149 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $269 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $269 | 0.00% | +3+300.0% | Added |
| Golden State Wealth Management, LLC | 4 | $286 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $336 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $337 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $404 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $404 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $404 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 7 | $471 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $471 | 0.00% | +7 | New |
| Kimelman & Baird, LLC | 8 | $538 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $538 | 0.00% | +8 | New |
| Center for Financial Planning, Inc. | 9 | $606 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9 | $606 | 0.00% | +9 | New |
| Halbert Hargrove Global Advisors, LLC | 11 | $729 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 11 | $740 | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 12 | $807 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 14 | $941 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 14 | $941 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 87 | $941 | 0.00% | +73+521.4% | Added |
| CX Institutional | 14 | $1.00K | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 16 | $1.08K | 0.00% | −1−5.9% | Reduced |
| Montag A & Associates Inc | 16 | $1.08K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $1.28K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 19 | $1.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.61K | 0.00% | +14+140.0% | Added |
| GPS Wealth Strategies Group, LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $2.11K | 0.00% | −5−13.5% | Reduced |
| Principal Securities, Inc. | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 34 | $2.29K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $2.46K | 0.00% | −1−2.7% | Reduced |
| Elequin Capital LP | 40 | $2.69K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 36 | $3.00K | 0.00% | +9+33.3% | Added |
| Costello Asset Management, INC | 50 | $3.36K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 51 | $3.43K | 0.00% | −433−89.5% | Reduced |
| Skopos Labs, Inc. | 59 | $3.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 67 | $4.00K | 0.00% | −5−6.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 64 | $4.22K | 0.00% | +1+1.6% | Added |
| Painted Porch Advisors LLC | 64 | $4.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 66 | $4.44K | 0.00% | +2+3.1% | Added |
| Private Trust Co NA | 68 | $4.57K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 109 | $7.33K | 0.00% | +109 | New |
| ExodusPoint Capital Management, LP | 119 | $8.00K | 0.00% | +119 | New |
| Smartleaf Asset Management LLC | 125 | $8.25K | 0.00% | +21+20.2% | Added |
| Corebridge Financial, Inc. | 132 | $8.88K | 0.00% | −4−2.9% | Reduced |
| Delta Asset Management LLC | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 152 | $10.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 163 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 169 | $11.4K | 0.00% | −2−1.2% | Reduced |
| Lindbrook Capital, LLC | 182 | $12.2K | 0.00% | +9+5.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 183 | $12.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 187 | $13.1K | 0.00% | −4−2.1% | Reduced |
| Bank of Montreal | 199 | $13.4K | 0.00% | +71+55.5% | Added |
| GAMMA Investing LLC | 203 | $13.7K | 0.00% | −10−4.7% | Reduced |
| Sunbelt Securities, Inc. | 217 | $14.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 221 | $14.9K | 0.00% | +17+8.3% | Added |
| Quadrant Capital Group LLC | 226 | $15.2K | 0.00% | +157+227.5% | Added |
| O'Shaughnessy Asset Management, LLC | 228 | $15.3K | 0.00% | +34+17.5% | Added |
| SRS Capital Advisors, Inc. | 237 | $15.9K | 0.00% | +217+1,085.0% | Added |
| Lazard Asset Management LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 242 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 245 | $16.5K | 0.00% | −1,116−82.0% | Reduced |
| Mather Group, LLC. | 247 | $16.6K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 269 | $18.1K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 299 | $20.1K | 0.01% | −83−21.7% | Reduced |
| Manchester Capital Management LLC | 323 | $21.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 323 | $21.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 352 | $23.7K | 0.00% | +8+2.3% | Added |
| Daiwa Securities Group Inc. | 409 | $28.0K | 0.00% | −11−2.6% | Reduced |
| Glenmede Trust Co NA | 446 | $30.0K | 0.00% | +7+1.6% | Added |
| Comerica Bank | 464 | $31.2K | 0.00% | −17−3.5% | Reduced |